Individual tax services

 

Individual Tax Returns Adelaide

Individual tax returns and advice — simple or complex

Individual tax return services in Adelaide provided by a registered tax agent. We assist employees, contractors and investors with accurate, compliant lodgements, including more complex circumstances involving multiple income sources, capital gains and rental property.
We provide clear, practical tax services for individuals, couples and families — whether your tax affairs are straightforward or involve investments, overseas income, or multiple years outstanding.
Our focus is accuracy, clarity and structuring your tax affairs properly over time — not just lodging a return and moving on.

For broader business and tax advisory services, see our main accounting website.

Who We Commonly Help

We regularly assist individuals with specific work, investment, or financial circumstances, including:

  • Taxpayers who feel they have little or no deductions and want to improve their tax efficiency and pay less tax legally
  • Investment property owners — current or planning to invest (including access to our practical property tax guide, available for purchase)
  • First‑time sole traders, tradespeople, professionals, and first‑time tax return preparers wanting the right start to maximising tax outcomes
  • Fitness professionals, trades, and professionals wanting to claim all eligible deductions — including car, working from home, and other work‑related expenses
  • Newly arrived Australians
  • Individuals working overseas or returning to Australia

Individual, Family & Sole Trader Tax Returns

We assist with:

  • Individual tax returns
  • Couple and family tax returns
  • Small sole trader business returns (where business income is included in your individual tax return)
  • PAYG instalments
  • ATO payment and debt repayment arrangements (for existing clients)

As registered tax agents, our clients benefit from extended lodgement deadlines beyond 31 October.

Investment & Asset‑Based Tax Returns

We regularly assist clients with tax returns involving investments, including:

  • Investment property and rental tax returns
  • Capital gains tax (CGT) calculations
  • Shares, managed funds, and bank investments
  • Cryptocurrency transactions
  • Mixed investment portfolios

Where appropriate, we also review prior‑year outcomes and provide practical tax minimisation guidance.

If you own a rental property, a tax depreciation report can significantly increase your deductions.
See how to order a depreciation report for your rental property.

Late & Overdue Tax Returns

If you’re behind on one or more tax returns, we can help you get back up to date in a structured, calm way.

We regularly work with:

  • Individuals with multiple years outstanding
  • Clients who feel overwhelmed or unsure where to start
  • Taxpayers with missing or incomplete records

Our process focuses on:

  • Identifying which years require lodgement
  • Recovering available information where possible
  • Lodging outstanding returns efficiently
  • Assisting with requests to reduce or remit penalties

In some cases, refunds may still be available for prior years.

Complex Individual Tax Advice

We provide advice and support for more complex personal tax matters, including:

  • Leaving or returning to Australia — tax implications
  • Overseas income and tax residency issues
  • Capital gains tax events
  • ATO reviews or audits (for existing clients)
  • Reviewing previous tax returns when you engage us for current work

Additional Support for Existing Clients

For existing clients, we also assist with:

  • Finance and loan application support
  • Tax minimisation reviews
  • ATO audit queries and correspondence
  • Ongoing ATO correspondence and queries

How We Work

Our approach is:

    • Structured and methodical
    • Supported by modern accounting software to make things easier
    • Flexible — online or in‑office appointments available
    • Personal — small team and familiarity with your file
    • Clearly explained, with no jargon
    • Focused on improving your position over time
    • Supportive beyond just lodgement
    • We have Indian speaking staff book with Shaun and Italian‑speaking staff book with Romeo.
    • Clients may also choose to arrange an appointment with Romeo in the Southern suburbs.
      Further information is available at taxagentadelaide.com.

We work with individuals who value experienced, reliable advice and a professional relationship.

Appointments for individual tax returns can be booked online via our booking system.

Book Individual Tax Appointment (Standard) Book Individual Tax (60 mins – Complex)

Book an Individual Tax Appointment

Choose the appointment that best suits your situation:

 

 

Books

Building Wealth Through Property in Australia

A practical guide for everyday Australians who want to use property to build long‑term wealth —
legally, strategically, and with tax in mind.

This book explains how property, tax, superannuation and cash flow work together, written in plain
English for first‑time investors through to experienced property owners.

  • Why property is tax‑efficient when structured correctly
  • Common mistakes that cost investors thousands in tax
  • How entities, super and ownership impact outcomes
  • What accountants don’t always explain clearly
Buy Now

Starting a Business in Australia: A Practical Guide

A step‑by‑step guide for new and growing business owners covering the fundamentals of starting,
structuring and running a business in Australia.

Written for sole traders, startups and small business owners who want clarity around tax,
compliance and decision‑making — without accountant jargon.

  • Choosing the right business structure
  • Understanding tax, GST, BAS and payroll
  • What to do in your first year of business
  • How to avoid costly setup mistakes
Buy Now